AAM Wins Best Practice Adviser Awards 2016


We are pleased to announce we have won International Adviser’s – Best Practice Adviser Awards 2016 in 2 categories. ‘Excellence In Investment Planning’ & ‘Excellence In Professional Development’.

The awards are the third in a series of global Best Practice Adviser Awards judged by an independent panel of industry professionals from a range of institutions. The awards recognise financial advisory firms that are, or have made the transition towards best practice.

“AAM are excited to receive this independent recognition. Every member of the AAM team strives to provide the best outcomes for our clients and these 2 best practice advisor awards reflect that we are on the correct path.” – Matt Dabbs, CEO

Excellence In Investment Planning

“Our role in the Investment Research Team is to support AAM’s clients by building and monitoring investment portfolios. We provide ad-hoc market commentary as well as assisting clients face-to-face with bespoke needs. We are fortunate enough to be able to leverage the expertise of one of the UK’s largest and most successful fund management companies ‘Old Mutual Global Investors’ to further enhance the service we provide our clients.” – Dave Agar, Head Of Investment Research.

Excellence In Professional Development

AAM’s Wealth Solutions, HR and Compliance teams ensure our team of advisers continuously develop their knowledge and expertise so that clients get the most suitable advice in an ever changing landscape. The Wealth Solutions team in particular support clients and advisers with anything of a technical nature (tax, structuring) to ensure any planning is as efficient as possible throughout the relationship with AAM.